Salesforce Solution for Architectural Company
Setup of Salesforce CRM for the company marketing and sales process, as well as full reports and dashboards.
This company had a unique sales process and invoicing system. Also, they needed a unique summarizing of their leads count, as well as special monthly reports. Comelite Team provided their professional expertise and suggested solutions for each task. Here are a few of the challenges:
- Connection and setup to G Suite
- Permission configuration for marketing teams to view conversions
- Special formula and image fields
- Workflows for notifications
- Customized Views for each team
- Tracking of incurred deposits and expenses of each contract
- Export of Invoice with given template
Comelite Teams worked together and prepared a Functional Requirements Document to narrow down the tasks and work as per the priorities. Due to great organization, the whole setup of the marketing and sales process was finished and taken in action within a week, then in later phases, custom tasks, integrations and reports were done.
The client was specially pleased with the seamless integration of their marketing and sales process, since an extensive amount of time was saved, as well as an excellent experience to view their pipeline clients, forecasts and closed sales. The accounting and finance department was also pleased with the organized reporting and dashboards provided by Salesforce and Comelite Team, as well as the easy to manage and use filtering and view system.